Steward Partners Investment Advisory’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3K | Buy |
492
+250
| +103% | +$6.23K | ﹤0.01% | 3123 |
|
|
2025
Q1 | $5.67K | Buy |
242
+149
| +160% | +$3.49K | ﹤0.01% | 3339 |
|
|
2024
Q4 | $2.6K | Buy |
93
+73
| +365% | +$2.04K | ﹤0.01% | 3570 |
|
|
2024
Q3 | $408 | Buy |
+20
| New | +$408 | ﹤0.01% | 3618 |
|
|
2024
Q2 | – | Sell |
-1,446
| Closed | -$44.1K | – | 3622 |
|
|
2024
Q1 | $44.1K | Hold |
1,446
| – | – | ﹤0.01% | 2178 |
|
|
2023
Q4 | $33.8K | Buy |
1,446
+20
| +1% | +$468 | ﹤0.01% | 2141 |
|
|
2023
Q3 | $42.2K | Hold |
1,426
| – | – | ﹤0.01% | 1981 |
|
|
2023
Q2 | $50.4K | Hold |
1,426
| – | – | ﹤0.01% | 1887 |
|
|
2023
Q1 | $34.3K | Hold |
1,426
| – | – | ﹤0.01% | 2024 |
|
|
2022
Q4 | $31.7K | Hold |
1,426
| – | – | ﹤0.01% | 2019 |
|
|
2022
Q3 | $34K | Buy |
1,426
+227
| +19% | +$5.41K | ﹤0.01% | 1967 |
|
|
2022
Q2 | $28K | Hold |
1,199
| – | – | ﹤0.01% | 2073 |
|
|
2022
Q1 | $49K | Buy |
1,199
+299
| +33% | +$12.2K | ﹤0.01% | 1923 |
|
|
2021
Q4 | $69K | Hold |
900
| – | – | ﹤0.01% | 1751 |
|
|
2021
Q3 | $54K | Buy |
900
+800
| +800% | +$48K | ﹤0.01% | 1845 |
|
|
2021
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 6519 |
|